Connect Pendo to Funil de Vendas

Both apps 29Pendo 16Funil de Vendas 13

• Trigger
  Account in Report

  Triggers when a new account appears in the results of a chosen Pendo account report.

• Trigger
  Visitor in Report

  Triggers when a new visitor appears in the results of a selected Pendo visitor report.

• Action
  Add Visitor to Segment

  Adds a single visitor to a Pendo segment. Only segments created through the Pendo API can be changed this way.

• Action
  Change Guide State

  Changes a Pendo guide's state to public, staged, disabled or draft.

• Action
  Create Feedback

  Creates a new feedback request in Pendo Listen for an account, with title, importance and the apps it applies to.

• Action
  Get Account

  Returns a Pendo account by its account ID, including its agent, custom and automatic metadata.

• Action
  Get Survey Responses

  Returns the individual responses to a Pendo Sentiment survey over a date range, plus the survey's summary score and sentiment counts.

• Action
  Get Visitor

  Returns a Pendo visitor by its visitor ID, including linked account IDs and all agent, automatic and custom metadata.

• Action
  List Features

  Returns the features tagged in your Pendo subscription, optionally limited to specific feature IDs or one application.

• Action
  List Guides

  Returns the guides in your Pendo subscription, optionally limited to specific guides or one application.

• Action
  List Pages

  Returns the pages tagged in your Pendo subscription, optionally limited to specific page IDs or one application.

• Action
  List Reports

  Returns every public report in your Pendo subscription, including each report's id, name, type and definition.

• Action
  List Segments

  Returns all shared (Everyone) segments in your Pendo subscription, optionally only those created through the API.

• Action
  List Track Types

  Returns the track event types defined in your Pendo subscription, or a single track type by its ID.

• Action
  Remove Visitor from Segment

  Removes a single visitor from a Pendo segment. Works only on segments that were created through the API.

• Action
  Send Track Event

  Records a track event (a named action a visitor performed, with optional properties) in Pendo.

• Action
  Add Activity

  Creates an activity (call, meeting, task, etc.) on an opportunity in Funil de Vendas.

• Action
  Add Product

  Creates a new product in the catalog. See "Api Criação de produtos" doc.

• Action
  Delete Activity

  Deletes an activity in Funil de Vendas by its code.

• Action
  List Activity types

  Lists the activity types (categories) configured in the Funil de Vendas account.

• Action
  List Funnels

  Lists the sales funnels (pipelines) in the Funil de Vendas account.

• Action
  List Loss reasons

  Lists the loss reasons (respostas de perda) configured in the Funil de Vendas account.

• Action
  List Sales channels

  Lists sales channels (codigo_canal_venda values). See "Api Listagem de Canais de Venda" doc.

• Action
  List Segments

  Lists the company segments configured in the Funil de Vendas account.

• Action
  List Stages

  Lists the stages (steps) of a sales funnel.

• Action
  List Users

  Lists the users (sales reps) of the Funil de Vendas CRM account.

• Action
  List Win reasons

  Lists reasons an opportunity can be marked won. See "Api Listagem de Respostas de Ganho" doc.

• Action
  Transfer Opportunity

  Transfers one or more opportunities to another salesperson, placing them in the chosen funnel and, optionally, stage.

• Action
  Update Activity

  Edits an existing activity's fields. See "Api de Atividades (Criação, Edição, Exclusão, Exibição)" doc.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.